C

Covestor Portfolio holdings

AUM $181M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,580
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$647K
3
+$458K
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$420K
5
TSLA icon
Tesla
TSLA
+$351K

Top Sells

1
+$227K
2
+$208K
3
+$203K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$197K
5
PARA
Paramount Global Class B
PARA
+$195K

Sector Composition

1 Technology 15.45%
2 Consumer Discretionary 13.79%
3 Financials 11.87%
4 Industrials 11.61%
5 Healthcare 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$4K ﹤0.01%
85
+5
1477
$4K ﹤0.01%
121
-89
1478
$4K ﹤0.01%
374
+34
1479
$4K ﹤0.01%
112
-32
1480
$4K ﹤0.01%
133
-9
1481
$4K ﹤0.01%
621
+250
1482
$4K ﹤0.01%
23
-4
1483
$4K ﹤0.01%
134
+49
1484
$4K ﹤0.01%
123
-18
1485
$4K ﹤0.01%
74
+63
1486
$4K ﹤0.01%
51
-9
1487
$4K ﹤0.01%
109
+12
1488
$4K ﹤0.01%
148
+9
1489
$4K ﹤0.01%
116
-42
1490
$4K ﹤0.01%
503
-8
1491
$4K ﹤0.01%
106
+12
1492
$4K ﹤0.01%
592
-35
1493
$4K ﹤0.01%
4,115
-70
1494
$4K ﹤0.01%
3,513
-787
1495
$4K ﹤0.01%
91
+53
1496
$4K ﹤0.01%
278
+30
1497
$3K ﹤0.01%
34
+5
1498
$3K ﹤0.01%
211
+179
1499
$3K ﹤0.01%
+241
1500
$3K ﹤0.01%
99
-56
58 59
60
61 62